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Retirement Plan and 401(k) Advising

Committed to helping you achieve your financial goals. 

When is the last time you thoroughly reviewed your company's retirement plan?

As the dedicated retirement plan division at GBB, our focus is working with business owners and trustees on their retirement plans. We help manage your fiduciary risk and reduce the administrative burden associated with operating a plan.

Retirement Plan Services Offered:

Fiduciary Risk Management

Working with retirement plan committees and trustees to help understand and mitigate fiduciary risk.

Investment Consulting

Helping plan sponsors and employees make informed and prudent investment decisions.

Employee Education

Helping participants make better saving, spending, and investment decisions and understand their employer's retirement benefit.

Fee Benchmarking

Helping plan sponsors ensure that the plan fees are fair and reasonable.

Service Provider Search

Assistance with selecting retirement plan service providers to meet company plan objectives and needs.

Plan Design

Helping plan sponsors choose features and provisions that suit their retirement plan and employees.

Complete the form below to speak with a Genovese Burford & Brothers Financial Advisor.

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